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DF

DecisionPoint Financial Portfolio holdings

AUM $464M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.48M
3
+$1.81M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.51M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.46M

Top Sells

1
+$890K
2
+$159K
3
+$144K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$51.1K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$47.7K

Sector Composition

1 Financials 10.64%
2 Technology 2.35%
3 Consumer Discretionary 0.83%
4 Industrials 0.44%
5 Real Estate 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$405 ﹤0.01%
22
202
$188 ﹤0.01%
54
203
$177 ﹤0.01%
29
204
$127 ﹤0.01%
1
205
$102 ﹤0.01%
+3
206
$99 ﹤0.01%
+8
207
$62 ﹤0.01%
1
208
$9 ﹤0.01%
1
209
$3 ﹤0.01%
3
210
$1 ﹤0.01%
10
211
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212
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-8
213
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-420
215
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-100
225
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7 8
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10 11